XAGG — Institutional owners (13F)

92 filers · $816.4M total · As of Sept. 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
MORGAN STANLEY $224,575,851 4,492,414 27.51% Shares
LPL Financial LLC $84,506,480 1,690,468 10.35% Shares
AMERIPRISE FINANCIAL INC $62,112,979 1,242,926 7.61% Shares
RAYMOND JAMES FINANCIAL INC $62,098,277 1,242,214 7.61% Shares
UBS Group AG $56,970,004 1,139,628 6.98% Shares
WELLS FARGO & COMPANY/MN $37,410,366 748,357 4.58% Shares
BENJAMIN EDWARDS INC $35,807,724 716,315 4.39% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $31,299,959 646,426 3.83% Shares
Horizon Wealth Management, LLC $27,616,442 552,439 3.38% Shares
WESBANCO BANK INC $21,322,984 426,545 2.61% Shares
ENVESTNET ASSET MANAGEMENT INC $15,365,027 307,362 1.88% Shares
Cetera Investment Advisers $14,044,091 280,938 1.72% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $13,823,788 276,531 1.69% Shares
CONSOLIDATED CAPITAL MANAGEMENT, LLC $12,034,851 249,919 1.47% Shares
MML INVESTORS SERVICES, LLC $10,804,358 216,130 1.32% Shares
Concurrent Investment Advisors, LLC $8,332,124 173,027 1.02% Shares
GREAT VALLEY ADVISOR GROUP, INC. $8,316,011 166,359 1.02% Shares
D.A. DAVIDSON & CO. $6,442,911 128,884 0.79% Shares
Hudock, Inc. $6,425,466 133,433 0.79% Shares
Farther Finance Advisors, LLC $6,185,348 128,447 0.76% Shares
FWG Holdings, LLC $6,033,906 121,823 0.74% Shares
Fulton Bank, N.A. $4,284,832 88,980 0.52% Shares
ROYAL BANK OF CANADA $3,657,000 73,155 0.45% Shares
BTG Pactual Asset Management US LLC $3,367,841 65,791 0.41% Shares
Future Financial Wealth Managment LLC $3,201,983 66,493 0.39% Shares
Private Advisor Group, LLC $3,175,828 63,529 0.39% Shares
QTR Family Wealth, LLC $2,905,847 58,129 0.36% Shares
Kingsview Wealth Management, LLC $2,445,659 48,923 0.30% Shares
Beverly Hills Private Wealth, LLC $2,332,094 46,651 0.29% Shares
Stonebridge Financial Group, LLC / MO $2,309,792 46,205 0.28% Shares
INDEPENDENT FINANCIAL GROUP, LLC $2,229,702 46,303 0.27% Shares
OLD MISSION CAPITAL LLC $2,126,074 42,530 0.26% Shares
Spectrum Wealth Advisory Group, LLC $2,047,040 40,949 0.25% Shares
Global Retirement Partners, LLC $1,852,429 37,056 0.23% Shares
COMMONWEALTH EQUITY SERVICES, LLC $1,801,881 36,045 0.22% Shares
Next Level Private LLC $1,653,991 34,347 0.20% Shares
Kovack Advisors, Inc. $1,403,645 28,079 0.17% Shares
Mutual Advisors, LLC $1,309,738 26,200 0.16% Shares
Comprehensive Wealth Management, LLC $1,287,692 25,759 0.16% Shares
SAX WEALTH ADVISORS, LLC $1,276,059 26,499 0.16% Shares
Miller Financial Services LLC $1,223,859 25,415 0.15% Shares
STIFEL FINANCIAL CORP $1,220,405 24,413 0.15% Shares
Madison Wealth Partners, Inc $1,094,396 21,892 0.13% Shares
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC $1,094,130 22,721 0.13% Shares
Wealthspire Retirement, LLC $1,018,130 20,367 0.12% Shares
FIFTH THIRD BANCORP $945,511 18,914 0.12% Shares
PlanVest Financial, Inc $908,466 18,173 0.11% Shares
HENGEHOLD CAPITAL MANAGEMENT LLC $869,678 18,060 0.11% Shares
WEDBUSH SECURITIES INC $860,000 17,861 0.11% Shares
Bleakley Financial Group, LLC $833,862 16,681 0.10% Shares
SFG Wealth Management, LLC. $720,929 14,971 0.09% Shares
NewEdge Advisors, LLC $694,215 13,887 0.09% Shares
BROWN ADVISORY INC $641,872 12,840 0.08% Shares
Embree Financial Group $575,164 11,944 0.07% Shares
Brookstone Capital Management $572,929 11,898 0.07% Shares
Wealth Management Partners, LLC $549,063 11,402 0.07% Shares
OSAIC HOLDINGS, INC. $527,131 10,543 0.06% Shares
&PARTNERS $503,149 10,065 0.06% Shares
Equitable Holdings, Inc. $465,807 9,318 0.06% Shares
Brick & Kyle, Associates $418,882 8,435 0.05% Shares
PFG Investments, LLC $336,503 6,731 0.04% Shares
Urban Wealth Management, LLC $333,136 6,918 0.04% Shares
TRUIST FINANCIAL CORP $305,989 6,121 0.04% Shares
COMERICA BANK $290,362 5,760 0.04% Shares
Belpointe Asset Management LLC $268,046 5,362 0.03% Shares
Runnymede Capital Advisors, Inc. $257,249 5,146 0.03% Shares
Wall Capital Group, Inc. $245,521 5,099 0.03% Shares
Advisory Services Network, LLC $237,453 4,750 0.03% Shares
PRINCIPAL SECURITIES, INC. $233,603 4,673 0.03% Shares
Cornerstone Wealth Management, LLC $228,254 4,566 0.03% Shares
Essex Bank $218,117 4,530 0.03% Shares
Dynamic Advisor Solutions LLC $215,643 4,478 0.03% Shares
HighTower Advisors, LLC $214,007 4,281 0.03% Shares
BURNEY CO/ $203,674 4,230 0.02% Shares
Jefferies Financial Group Inc. $201,260 4,026 0.02% Shares
HARBOUR INVESTMENTS, INC. $182,214 3,645 0.02% Shares
PRIVATE TRUST CO NA $127,370 2,645 0.02% Shares
US BANCORP \DE\ $106,979 2,140 0.01% Shares
Rockefeller Capital Management L.P. $48,990 980 0.01% Shares
Janney Montgomery Scott LLC $42,158 843,332 0.01% Shares
CITIGROUP INC $24,995 500 0.00% Shares
IFP Advisors, Inc $20,032 416 0.00% Shares
FMR LLC $20,027 401 0.00% Shares
Game Plan Financial Advisors, LLC $14,997 300 0.00% Shares
Ameritas Advisory Services, LLC $12,390 248 0.00% Shares
BNP PARIBAS FINANCIAL MARKETS $10,548 211 0.00% Shares
GGM Financial LLC $6,999 140 0.00% Shares
Davis Capital Management $4,189 87 0.00% Shares
Sunbelt Securities, Inc. $3,526 71 0.00% Shares
CWM, LLC $1,589 32 0.00% Shares
Cambridge Investment Research Advisors, Inc. $1,330 26,597 0.00% Shares
KERR FINANCIAL PLANNING Corp $1,262 20 0.00% Shares